Legal Intake Coordinator

4 days ago

Raleigh, North Carolina, United States Marshall & Taylor PLLC Full time
Job Title: Legal Intake Specialist

About Marshall & Taylor PLLC

Marshall & Taylor PLLC is a rapidly-growing law practice seeking a full-time Legal Intake Specialist to join our team. As a key member of our team, you will play a crucial role in surveying prospective clients, empathizing with them on the details of their case, managing new client onboarding and data entry, and helping our lawyers book and manage their appointments.

Responsibilities:

  • Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team to help grow our prospective client base.
  • Screen incoming potential client phone calls to ensure the case falls within the scope of the firm, while helping the caller feel heard and understood.
  • Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently.
  • Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate.
  • Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency.
  • Manage your own schedule to balance availability for meeting with prospective new clients as well as following up with prospective new clients who said no and with current clients to conduct quality control calls and interviews.
  • Keep detailed notes in a centralized database.
  • Be a team player and cover for your fellow salespeople to help our firm help out prospective new clients find clarity around and relief from the situation that brought them to the firm in the first place.
  • Follow up with prospective new clients who said no.
  • Facilitate a professional introduction and transition to the legal team once the case or matter has begun.
  • Actively engage in dialogue with management regarding the quality and volume of the leads, offering constructive feedback and suggestions for improvement based on your front lines experience.
  • Periodically attend tradeshows and networking events as a professional representative of the firm.
  • Utilize a consultative selling approach when conducting sales calls to illustrate the value and benefits of our services.
  • Stay current with bar rules, legal industry trends, and information.

Qualifications:

  • Firm knowledge of spreadsheet and data management, as well as computer skills.
  • High school diploma or GED is a requirement; Bachelor's degree is a plus.
  • Familiarity with case management and CRM systems a bonus.
  • Previous customer service or sales experience preferred.
  • Strong ability to communicate eloquently and empathetically a must.
  • Previous legal experience a plus.
  • Proficiency with Microsoft Office products, especially Microsoft Excel.

Compensation: $55,000+

  • Legal Intake Coordinator

    2 days ago

    Raleigh, North Carolina, United States Marshall & Taylor, PLLC Full time

    Job DescriptionMarshall & Taylor, PLLC is seeking a highly skilled Legal Intake Specialist to join our team. As a key member of our staff, you will play a critical role in ensuring the smooth onboarding of new clients and the efficient management of our caseload.Key Responsibilities:Client Onboarding: Coordinate the intake process for new clients, ensuring...

  • Client Intake Coordinator

    2 weeks ago

    Raleigh, North Carolina, United States Marshall & Taylor PLLC Full time

    Are you a skilled legal intake coordinator seeking a new opportunity to enhance our client engagement processes? If you are eager to contribute to a growing team, this position at Marshall & Taylor PLLC may be ideal for you. In this role, you will connect with potential clients, demonstrating empathy while gathering essential information about their cases....

  • Corporate Legal Administrative Coordinator

    1 week ago

    Raleigh, North Carolina, United States Ave Staffing Legal Specialists Full time

    Position OverviewA reputable legal practice is seeking a Legal Admin Assistant to provide essential support to attorneys specializing in Corporate Taxation. This role offers a competitive salary and comprehensive benefits.Key Responsibilities:Perform administrative functions to assist a team of attorneys within the corporate and taxation sector.Manage the...

  • Corporate Legal Administrative Coordinator

    1 week ago

    Raleigh, North Carolina, United States Ave Staffing Legal Specialists Full time

    Position OverviewA reputable legal practice is seeking a Legal Admin Assistant to provide essential support to attorneys specializing in Corporate Taxation. This role offers a competitive compensation package along with comprehensive benefits.Key Responsibilities:Perform administrative functions to assist a team of attorneys within the corporate and taxation...

  • Corporate Legal Administrative Coordinator

    1 week ago

    Raleigh, North Carolina, United States Ave Staffing Legal Specialists Full time

    Position OverviewA reputable legal firm is seeking a Legal Admin Assistant to provide essential support to attorneys specializing in Corporate Taxation. This role offers a competitive compensation package along with comprehensive benefits.Key Responsibilities:Perform administrative functions to assist a team of attorneys within the corporate and taxation...

  • Surgical Services Intake Coordinator

    2 weeks ago

    Raleigh, North Carolina, United States UNC REX Healthcare Full time

    Become part of a diverse organization with a commitment to enhancing the health and wellness of the communities we serve.Position Overview:The Intake Specialist plays a crucial role in gathering precise demographic, financial, and medical details from patients seeking healthcare services, adhering to established policies and procedures while maintaining...

  • Surgical Services Intake Coordinator

    2 weeks ago

    Raleigh, North Carolina, United States UNC REX Healthcare Full time

    Join a diverse organization dedicated to enhancing the health and wellness of the communities we serve.Position Overview:The Intake Specialist plays a crucial role in gathering precise demographic, financial, and medical data from patients seeking healthcare services, adhering to established policies and procedures while maintaining confidentiality. This...

  • Surgical Services Intake Coordinator

    2 weeks ago

    Raleigh, North Carolina, United States UNC Health Full time

    Become part of an inclusive organization with over 40,000 diverse employees, whose mission is to improve the health and well-being of the unique communities we serve.Position Overview:The Intake Specialist plays a crucial role in gathering precise demographic, financial, and medical data from patients seeking healthcare services, adhering to established...

  • Surgical Services Intake Coordinator

    2 weeks ago

    Raleigh, North Carolina, United States UNC REX Healthcare Full time

    Become a vital part of an inclusive organization with over 40,000 diverse employees, dedicated to enhancing the health and well-being of the unique communities we serve.Position Overview:The Intake Specialist plays a crucial role in gathering precise demographic, financial, and medical information from patients seeking healthcare services, adhering to...

  • Human Resources Coordinator

    1 week ago

    Raleigh, North Carolina, United States Ave Staffing Legal Specialists Full time

    Job OverviewA prominent legal staffing agency is in search of a meticulous and team-oriented Human Resources Coordinator. This role is essential in enhancing various HR operations and ensuring a supportive workplace culture.Key Responsibilities:Ensure the accuracy and currency of employee records within the HR information system.Oversee payroll processing...

  • Legal Assistant

    2 months ago

    Raleigh, North Carolina, United States Surf Search Full time

    Litigation ParalegalOur valued client is seeking a Legal Assistant in Raleigh to support a group of attorneys within the Litigation practice group through the performance of complex secretarial, administrative, and substantive legal duties under the supervision and direction of the attorneys.Job Description:Leverage technology resources to ensure the group...

  • Chief Legal Officer

    2 weeks ago

    Raleigh, North Carolina, United States Builders Mutual Insurance Company Full time

    About Builders Mutual Insurance CompanyAt Builders Mutual, we understand the significance of collaboration in achieving excellence. Our dedicated team works diligently every day to provide comprehensive solutions for commercial insurance and construction safety, leading to impactful outcomes. Our core values of teamwork, inclusivity, expertise, and community...

  • Chief Legal Officer

    2 weeks ago

    Raleigh, North Carolina, United States Builders Mutual Insurance Company Full time

    About Builders Mutual Insurance CompanyAt Builders Mutual, we are committed to harnessing the strength of collaboration to achieve excellence in our services.Our dedicated team works diligently each day to provide comprehensive solutions for commercial insurance and construction safety, resulting in impactful outcomes. The core values of teamwork,...

  • Chief Legal Officer

    2 weeks ago

    Raleigh, North Carolina, United States Builders Mutual Insurance Company Full time

    About Builders Mutual Insurance CompanyAt Builders Mutual, we recognize the strength of collaboration in achieving excellence. Our dedicated team works diligently every day to provide comprehensive solutions for commercial insurance and construction safety, resulting in impactful outcomes. The core values of teamwork, inclusivity, expertise, and community...

  • Chief Legal Officer

    2 weeks ago

    Raleigh, North Carolina, United States Builders Mutual Insurance Company Full time

    About Builders Mutual Insurance CompanyAt Builders Mutual, we recognize the strength of collaboration in achieving excellence.Our dedicated team works diligently each day to provide comprehensive solutions for commercial insurance and construction safety, resulting in impactful outcomes. The core values of teamwork, inclusivity, expertise, and community are...

  • Legal Proofreading Expert

    2 weeks ago

    Raleigh, North Carolina, United States Ultimate Staffing Full time

    Position OverviewAs a Legal Document Review Specialist at Ultimate Staffing, you will play a crucial role in ensuring the accuracy and clarity of complex legal documents. Your expertise will be vital in maintaining the integrity of our documentation processes.Key ResponsibilitiesThoroughly examining intricate legal documents and generating the corresponding...

  • Legal Support Specialist

    2 weeks ago

    Raleigh, North Carolina, United States InsideHigherEd Full time

    Posting Number:PG194144SPInternal Recruitment:NoWorking Title:Legal Support SpecialistAnticipated Hiring Range:$60,000 - $65,000Work Schedule:Monday-Friday; 8:00 am-5:00 pmDepartment:Office of General CounselAbout the Department:The Office of General Counsel is dedicated to providing comprehensive legal services, ensuring a collegial and professional...

  • Legal Support Specialist

    2 weeks ago

    Raleigh, North Carolina, United States Russell Tobin Full time

    Position: Legal Administrative AssistantLocation: Raleigh, NCEmployment Type: Hybrid (3 days in office per week)Salary: $48,000-55,000 plus overtime and bonus eligibilityRussell Tobin is seeking a dedicated Legal Administrative Assistant for a prominent law firm in Raleigh. The ideal candidate will possess a minimum of 4 years of experience in various legal...

  • Human Resources Coordinator

    2 weeks ago

    Raleigh, North Carolina, United States Ave Staffing Legal Specialists Full time

    Job OverviewHuman Resources SpecialistA reputable legal staffing agency is in search of a meticulous and team-oriented Human Resources Specialist. This position is crucial in enhancing various HR operations while promoting a constructive employee atmosphere.Key Responsibilities:Ensure employee records are accurately maintained and updated within the HR...

  • Human Resources Coordinator

    2 weeks ago

    Raleigh, North Carolina, United States Ave Staffing Legal Specialists Full time

    Job OverviewHuman Resources SpecialistA reputable legal staffing agency is in search of a meticulous and team-oriented Human Resources Specialist. This role is essential in enhancing various HR operations and promoting a constructive employee environment.Key Responsibilities:Ensure the accuracy and currency of employee data within the HR information...